Special reports

Our collection of guides take a deep dive on a diverse range of topics.

Latest research: Understanding Australian advice clients better

This report explores the wealth characteristics and attitudes of Australians aged 18+, with a focus on their changing needs and opinions towards financial advice relationships. We have reviewed our extensive Advisable Australian research data from the past three years to gain insight into the expectations clients have of their financial advisers and how these have evolved over time.

Explore our latest 2024 Advisable Australian research

Managed accounts

Going the distance: Implementing managed accounts

Discover transformative strategies for your wealth practice in our white paper, "Managed Accounts: Going the Distance." This guide features case studies, insights from wealth practices, and managed account experts to serve as a roadmap to mastering managed accounts.

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AdviceTech

2023 AdviceTech Report: Humans with Machines

This report provides a detailed examination of the role artificial intelligence (AI) and adjacent technologies will have for advice firms. We draw on extensive research to provide areas of focus, detailed examples and useful tips so you can deploy AI successfully into your practice today.

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AdviceTech

2023 AdviceTech Buyers Guide

This report is based on research from 250+ advice firms and provides valuable information on pivotal technologies and trends in Australia. It allows you to benchmark your tech usage and supplier adoption against high-performing 'AdviceTech Stars' while exploring 30+ available AdviceTech solutions.

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Advisable Australian

Women as the new face of wealth

A significant shift in wealth to women is happening due to several macro-economic factors, yet women are still underserved by the wealth industry. Netwealth’s 2023 Advisable Australian report provides insights and opportunities for wealth managers to better service women and to significantly improve their financial experience and outcomes.

Explore the 2023 Advisable Australian research

Business IQ - Edition 5

Business IQ Magazine - 2023

Here is our latest Business IQ magazine which explores the significant shift in wealth to women and the role of advisers in improving their customer experience. It has been designed to inspire and challenge you to see your business differently.

Read the Business IQ Magazine

Advice foundations

2022 Technical Roadshow - Across the golden line

Discover strategies for individuals and families planning for their golden years of retirement and catch up on on the 2022 Adviser Technical Roadshow with Keat Chew, Head of Technical Services at Netwealth.

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Advisable Australian

Netwealth's 2022 Investing for good report

Download our new report, Investing for good, which examines the types of people that are more likely to invest responsibly, the types of investments they are interested in and marketing and brand tactics to reach them.

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AdviceTech

AdviceTech 2022 Buyer's Guide

Technology selection and implementation is challenging. In this guide we provide you with the information to help - with descriptions of over 35 different technologies and the most used suppliers in their categories. The report also examines the factors to consider when selecting a technology partner.

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AdviceTech 

AdviceTech and the client experience

In this report we unpack eight important technology trends that matter to clients. You will understand the role of hybrid client communications, the shift to self-service digital tools, how to unlock opportunities with data, and discover the importance of data visualisation in client education.

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AdviceTech 

AdviceTech and the staff experience

This report examines how technology is linked to staff satisfaction and ultimately client satisfaction. You will learn what you can do to maximise staff engagement and satisfaction in a hybrid working environment, and the support, training and infrastructure required to properly support your staff.

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Advisable Australian

The Established Affluent: Building your high-net-worth value proposition

This report is designed to help financial advice businesses better understand HNW investors, segment their target audience and enhance their advice value proposition. 

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Business IQ - Edition 4

Business IQ Magazine - 2022

Here is our latest Business IQ magazine which explores the role of AdviceTech in improving the customer experience. It has been designed to inspire and challenge you to see your business differently.

Read the Busines IQ magazine

Advisable Australian

Introducing the Emerging Affluent: Fight for the future market

This report is a playbook for financial advisers on how to attract, manage and retain the digital savvy Emerging Affluent.

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Advisable Australian

The Advisable Australian: A new way to think about Australian investors 

This report is designed to help financial advice businesses better understand investors, segment their target audience and enhance their advice value proposition.

Download the report

AdviceTech 

2021 Netwealth AdviceTech

In the fourth Netwealth AdviceTech Report we explore how leading businesses approach the task of planning and investing in AdviceTech to support their activities.

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Value proposition

Finding your treasure with Pirate Metrics

This whitepaper helps you navigate the choppy waters of client engagement. It breaks down the entire client lifecycle into six distinct parts, providing valuable insights and new ideas to hopefully challenge your status quo..

Download the whitepaper

Business IQ - Edition 3

Business IQ Magazine - August 2021

Meet the emerging affluent - a story about the game changing Millennials taking advice by storm, and explore insights from Matt Heine's Between Meetings podcast series with business leaders.

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Advice strategies

Advising on platforms - looking beyond cost

Unpack the legal framework that applies to you when it comes to advising clients on which super and investment platform they should use.

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Managed accounts

Managed accounts during volatility and beyond

Learn from four wealth professionals how managed accounts can enhance your client value proposition during volatile times and beyond.

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AdviceTech

2020 Netwealth AdviceTech

In the fourth Netwealth AdviceTech Report we explore how leading businesses approach the task of planning and investing in AdviceTech to support their activities.

Download the report


Business IQ

Future of advice - Business IQ magazine

Expand your perspectives with articles on business, your clients and the world we live in.

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Value proposition

Providing advice to retirees

Discover insights on how to engage new and existing retiree clients, plus explore retirement income strategies and other advice considerations.

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Value proposition

Next-generation advice needs

As we prepare for the largest inter-generational transfer of wealth in history, who are the next generation of advice clients and how do you reach them?

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Technical strategies

Next super steps

This guide explores four super strategies designed to elevate your superannuation advice in 2020 and beyond.

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AdviceTech

2020 Netwealth AdviceTech Suppliers Guide

Explore the benefits, key suppliers and adoption rates amongst the most popular technologies uncovered in our 2020 AdviceTech Report.

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Cultural trends

Cultural mega-trends that matter to financial advice

Explore three behavioural shifts that are happening right now, and how your business can evolve with them.

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Managed accounts

What life really looks like with managed accounts

We speak to advisers and experts as to how managed accounts are transforming advice.

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Innovation

Lessons from the UK financial advice reform

Investigate what Australian advisers can learn from their UK counterparts and their advice reform.

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Value proposition

How to attract and retain high net worth clients

Explore seven strategies to evolve your service offering and attract more high net worth individuals as clients.

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Technology

2019 Netwealth AdviceTech
research report

Examine the twenty-six technologies used by advisers in their practice – their adoption, benefits and suppliers.

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Technical strategies

Winding up a SMSF the right way

Understand the changes to SMSFs and what to consider if you're thinking about winding one up.

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Technical strategies

Outside the super square

This guide explores four alternative super strategies, that look outside the super square.

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Marketing

How a busy financial adviser can turn limited time into marketing success

Learn simple yet powerful techniques to develop a marketing strategy to grow and retain your customer base.

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Customer experience

Removing customer friction

Learn from the companies revolutionising customer experience how you can remove friction for your clients.

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Value proposition

How to build your value proposition

Learn how to clearly and succinctly articulate the reasons clients should engage your services.

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Culture and operations

How to choose the right dealer group

Identify the key criteria for assessing which dealer group you should join.

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Culture and operations

Your own AFSL - what you need to know

Considerations for businesses looking to self-licence, along with how to to apply for your own AFSL.

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Managed accounts

Building the business case for a private label managed account

What to consider when establishing your private label managed account.

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Innovation

Open source innovation - Book of ideas

This book contains over 40 innovative ideas addressing the financial needs of young adults.

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Managed accounts

Managed accounts: A business transformation solution

Understand the role managed accounts can play in your business and the important factors to consider.

Download the report